SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 291 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,014,448 | -8.5% | 30,540 | +1.8% | 0.11% | -4.4% |
| Q2 2023 | $2,200,798 | +14.1% | 30,000 | +6.6% | 0.11% | +0.9% |
| Q1 2023 | $1,929,204 | +6.7% | 28,155 | +10.7% | 0.11% | +1.8% |
| Q4 2022 | $1,807,891 | +244.4% | 25,427 | +217.2% | 0.11% | +200.0% |
| Q3 2022 | $525,000 | -23.8% | 8,016 | -20.1% | 0.04% | -26.0% |
| Q2 2022 | $689,000 | +21.5% | 10,035 | +13.7% | 0.05% | +16.3% |
| Q1 2022 | $567,000 | +5.0% | 8,822 | +19.6% | 0.04% | +13.2% |
| Q4 2021 | $540,000 | +13.4% | 7,374 | +28.9% | 0.04% | +15.2% |
| Q3 2021 | $476,000 | -18.8% | 5,720 | -24.6% | 0.03% | +50.0% |
| Q2 2021 | $586,000 | +100.7% | 7,590 | +107.8% | 0.02% | -8.3% |
| Q1 2021 | $292,000 | +873.3% | 3,653 | +1812.6% | 0.02% | +380.0% |
| Q4 2017 | $30,000 | – | 191 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CHARTIST INC /CA/ | 26,432 | $13,683,095,000 | 5.88% |
| Clarus Wealth Advisors | 130,082 | $10,200,000 | 5.87% |
| ETFIDEA, LLC | 123,422 | $10,062,596 | 4.04% |
| NorthRock Partners, LLC | 618,558 | $50,431,000 | 3.78% |
| FAS Wealth Partners, Inc. | 500,850 | $40,834,000 | 3.75% |
| Shakespeare Wealth Management, LLC | 118,424 | $9,655,000 | 3.45% |
| Total Wealth Planning, LLC | 87,567 | $4,602,000 | 2.84% |
| McAdam, LLC | 346,338 | $28,237,000 | 2.78% |
| KWB Wealth | 178,909 | $14,586,000 | 2.42% |
| Diligent Investors, LLC | 98,146 | $8,002,000 | 2.24% |